How do I properly report a Traditional IRA to 401k Plan "Roll In?" Directly between accounts. TT is giving me an error and is confusing it with a Roth Conversion.

This is on a gross distribution form. Reported by Fidelity. This is not a taxable event, but IRS indicates it does need to be reported.

249

Level 15

Feb 26, 2022 4:29:32 AM

Ignore the error message from TurboTax that suggest that this Form 1099-R has anything to do with a Roth conversion. The message is the result of a programming error in the online version of TurboTax and everyone who has done such a rollover is getting the same bogus message. Ignoring the message will have no effect on your tax return.

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How do I properly report a Traditional IRA to 401k Plan "Roll In?" Directly between accounts. TT is giving me an error and is confusing it with a Roth Conversion.